DHJJ Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $146K | Buy |
2,792
+966
| +53% | +$50.6K | 0.05% | 206 |
|
|
2025
Q1 | $91K | Hold |
1,826
| – | – | 0.04% | 235 |
|
|
2024
Q4 | $88.3K | Hold |
1,826
| – | – | 0.03% | 235 |
|
|
2024
Q3 | $82.8K | Sell |
1,826
-700
| -28% | -$31.7K | 0.03% | 242 |
|
|
2024
Q2 | $104K | Sell |
2,526
-155
| -6% | -$6.37K | 0.04% | 198 |
|
|
2024
Q1 | $113K | Hold |
2,681
| – | – | 0.05% | 190 |
|
|
2023
Q4 | $101K | Sell |
2,681
-431
| -14% | -$16.2K | 0.05% | 195 |
|
|
2023
Q3 | $103K | Buy |
+3,112
| New | +$103K | 0.05% | 179 |
|